Market View

As operators embrace NFV, vCPE for business services promises to be a prime use case

Dr. Yuri Gittik, RAD

July 29, 2015

Networks that are agile, efficient, and well orchestrated are the first priority if service providers are to meet the challenges of automated, speedy, and ultimately profitable service delivery. The holy grail of programmable networks is driving the acceleration in network function virtualization (NFV) and software-defined networking (SDN).

WASHINGTON (Reuters) - The No. 2 U.S. wireless carrier AT&T Inc and the biggest satellite-TV provider DirecTV became the country's largest pay-TV company on Friday, completing their $48.5 billion merger after receiving final regulatory approval.

The newly expanded AT&T leapfrogs the biggest U.S. cable company Comcast Corp. The company said it will serve more than 26 million U.S. customers and more than 19 million in Latin America, making it the world's biggest pay-TV company.

Investors have raised concerns that the company's aggressive spending may not pay off

Reuters

Eileen Soreng

July 24, 2015

(Reuters) - Amazon.com Inc's shares surged more than 20 percent in early trading on Friday, adding more than $46 billion to the company's market value, after strong growth in the e-commerce giant's cloud business drove a surprise quarterly profit.

The company's market capitalization soared to more than $270 billion, overtaking that of Wal-Mart Stores, the world's biggest retailer.

NEW YORK (Reuters) - BlackBerry Ltd on Thursday showcased a suite of security products that safeguard everything from medical devices to Hollywood movie scripts, though its CEO acknowledged that his effort to transform the company remains a work in progress.

The Waterloo, Ontario-based company, whose smartphone market share has dwindled, is attempting to morph into a more software-focused entity.

Transaction expected to close by the end of Q4 2015 or in Q1 2016

Reuters

Dominique Vidalon

July 23, 2015

PARIS (Reuters) - French media and entertainment technology group Technicolor will buy Cisco System's home video equipment business for 550 million euros ($602 million), it said on Thursday, sending its shares to a five-year high.

The cash-and-stock deal is part of Technicolor's efforts to expand in the thriving home video market and boost profitability.

It will create the world No. 2 in customer premises equipment (CPE) - phone gear, cable and satellite TV set-top boxes, routers and switches - with total sales of 3 billion euros ($3.3 billion) and a 15 percent market share.

Investors shrugged off higher-than-expected second-quarter earnings, which resulted mostly from a jump in tablet subscribers, and sent shares of the largest U.S. wireless service provider down as much as 3 percent.

Smaller rivals such as T-Mobile US Inc have stirred up an industry price war, and wireless carriers have been offering heavy promotions and discounts on tablet and phone plans to keep or increase subscribers.

Ruling could have major implications for broadcasters if it is upheld by higher courts

Reuters

Andrew Chung

July 17, 2015

NEW YORK (Reuters) - A U.S. judge ruled on Thursday that online television service FilmOn X LLC should be treated like a traditional cable system in order to transmit the programs of the nation's broadcasters over the Internet.

The ruling, coming as consumer TV-watching habits are increasingly migrating to the Internet, is the first to first to view a streaming service like a cable provider and could have major implications for broadcasters if it is upheld by higher courts.

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